STEP 1
Connect Clio Grow and Zingtree
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Clio Grow and Zingtree Integration
Keep Clio Grow and Zingtree in sync by integrating their events and actions. When support events happen in Clio Grow, update the Zingtree automatically - without any line of code in visual workflow builder.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about Clio Grow and Zingtree
Detailed info you need to know about Clio Grow and Zingtree integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clio Grow to Zingtree
Set up your Clio Grow and Zingtree integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Grow and Zingtree nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Clio Grow and Zingtree. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Grow and Zingtree work in WEXTL?
WEXTL exposes actions and triggers for Clio Grow and Zingtree that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Clio Grow triggersZingtree actions
Clio Grow modules
- Create a Contact NoteCreates a new note on a contact in Clio Grow.
- Create a Custom ActionCreates a new custom action that links to your target URL from the Clio Grow interface.
- Create a Lead SourceCreates a new lead source in the Clio Grow account.
- Create a LocationCreates a new location in the Clio Grow account.
- Create a Matter TypeCreates a new matter type in the Clio Grow account.
- Create an Inbox LeadCreates a new lead in the Clio Grow lead inbox.
- Delete a Custom ActionDeletes a custom action from Clio Grow by its ID.
- Get a ContactRetrieves a single contact from Clio Grow by its ID.
- Get a LocationRetrieves a single location from Clio Grow by its ID.
- Get a MatterRetrieves a single matter from Clio Grow by its ID.
- Get a Matter TypeRetrieves a single matter type from Clio Grow by its ID.
- Get an Inbox LeadRetrieves a single lead from the Clio Grow lead inbox by its ID.
- Get Current UserRetrieves the Clio Grow user that owns the connected account.
- List Contact NotesRetrieves the notes saved on a Clio Grow contact.
- List ContactsSearches the contacts in Clio Grow and returns the matching entries.
- List Custom ActionsRetrieves the custom actions configured in Clio Grow.
- List Inbox LeadsRetrieves the leads in the Clio Grow lead inbox for a selected state.
- List Lead SourcesRetrieves the lead sources of the Clio Grow account.
- List LocationsRetrieves the locations of the Clio Grow account.
- List Matter NotesRetrieves the notes saved on a Clio Grow matter.
- List Matter TypesRetrieves the matter types of the Clio Grow account.
- List MattersSearches the matters in Clio Grow and returns the matching entries.
- List UsersRetrieves the users of the Clio Grow account.
- Make an API CallSends a custom authorized request to the Clio Platform API.
- Watch ContactsTriggers when a new contact is created in Clio Grow.
- Watch Custom ActionsTriggers when a new custom action is created in Clio Grow.
- Watch Inbox LeadsTriggers when a new lead arrives in the Clio Grow lead inbox.
- Watch Lead SourcesTriggers when a new lead source is created in Clio Grow.
- Watch LocationsTriggers when a new location is created in Clio Grow.
- Watch MattersTriggers when a new matter is created in Clio Grow.
- Watch UsersTriggers when a new user is added to Clio Grow.
Zingtree modules
- Add a TagSets or updates tags for an agent.
- Add an AgentAdds an agent to your organization.
- Delete a File UploadDeletes an uploaded file from the Zingtree server.
- Delete Form DataDeletes any form data entered into Zingtree during a session.
- Freeze a SessionFreezes a session to prevent further updates or interactions.
- Get Form DataRetrieves submitted form data associated with sessions or workflows.
- Get Session DataRetrieves detailed information for a specific session.
- Get Session DataRetrieves raw, unprocessed session data.
- Get Session NotesRetrieves notes attached to a session.
- Get Tree VariablesRetrieves variables associated with a tree.
- List Agent SessionsRetrieves sessions associated with a specific agent.
- List Event LogsRetrieves logs of system events, activities, and interactions.
- List TagsRetrieves all available tags used across the system.
- List Tree SessionsRetrieves sessions associated with a specific tree.
- List Tree SessionsRetrieves sessions based on the most recent interaction within a tree.
- List Tree StructuresRetrieves the hierarchical structure of a tree.
- List Tree TagsRetrieves all available tree tags.
- List Tree TagsRetrieves all available tree tags.
- List TreesRetrieves all available trees.
- Perform an Authorized RequestExecutes an API call with proper authorization.
- Remove an AgentRemoves an agent from your organization.
- Search TreesSearches for trees using filters or keywords.
- Watch Agent SessionsTriggers when there is a new agent session.
- Watch Event LogsTriggers when new event logs are created.
- Watch Tree SessionsTriggers when a tree session is created.
- Watch Tree Sessions Last ClickedTriggers when a tree session is last clicked.
- Watch Tree StructureTriggers when a tree structure is watched.
- Watch TreesTriggers when new tree data is available.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Grow and Zingtree integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Clio Grow and Zingtree.
Connect your Clio Grow and Zingtree accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Clio Grow's "Watch Contacts" fires, WEXTL can "Add a Tag" in Zingtree. Clio Grow has 7 triggers (including Watch Contacts, Watch Custom Actions, and Watch Inbox Leads); Zingtree has 22 actions (including Add a Tag, Add an Agent, and Delete a File Upload). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Clio Grow-to-Zingtree automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Clio Grow (or Zingtree) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Clio Grow + Zingtree automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Clio Grow and Zingtree integration.
- Clio Grow and Zingtree integration source code, module specs and credentials implementation.
- Our Clio Grow and Zingtree integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Grow and Zingtree — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Clio Grow integration information
- Zingtree integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library